ono
Member
posted
Posts: 555
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Post by ono on May 4, 2023 14:57:04 GMT -8
The dividend increase is only 4% vs the average 9% increases 2013-2022. I read it as a tell that Luca continues to see shares undervalued and buybacks as a superior way to reward long term share holders (and employees). re recession. A refreshing drama and doom free explainer “We’re going to have a recession” ... discuss the drivers of market volatility, the Fed’s fight against inflation, regional bank collapses, risks in the banking system, and the outlook for a recession. www.youtube.com/watch?v=tcsqKA_l7DA
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aapl
fire starter
Posts: 273
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Post by aapl on May 4, 2023 16:21:38 GMT -8
Yes, your iPad Pro and MacBook Pro probably don't require a certified cable but their power bricks do. A crappy cable can overheat/melt/start a fire very easily given the amount of power those bricks can put out.
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Post by CdnPhoto on May 4, 2023 16:44:40 GMT -8
Yes, your iPad Pro and MacBook Pro probably don't require a certified cable but their power bricks do. A crappy cable can overheat/melt/start a fire very easily given the amount of power those bricks can put out. I'm pretty sure I used the Lenovo charger and cable (from the work supplied computer) to charge my Mac and iPad Pro.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,241
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Post by JDSoCal on May 4, 2023 17:01:03 GMT -8
LOL no recession, we were at 1.1% in Q1, and dropping. Unless Powell reverses course quick, we're crashing. Banks are tanking.
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Post by deasys on May 4, 2023 17:56:32 GMT -8
LOL no recession, we were at 1.1% in Q1, and dropping. I know. However, a recession requires at least two sequential quarters of economic contraction. Slowing growth doesn't do the trick.
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4aapl
Moderator
Posts: 3,867
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Post by 4aapl on May 4, 2023 18:22:46 GMT -8
LOL no recession, we were at 1.1% in Q1, and dropping. I know. However, a recession requires at least two sequential quarters of economic contraction. Slowing growth doesn't do the trick. Even that's not a given, right, depending on what definition is used and who decides? In 2022 we had Q1 and Q2 contractions in GDP: www.cnbc.com/2022/07/28/gdp-q2-.htmlThings are slowing down. Some aren't slowing as much, in certain areas of the economy, or certain areas of the country. But for aiming for "not too bad", that's about right. We'll see how they do. Things are laggy and the safer way would have been to not gun it into the abyss. OTOH, that's the way to change things, especially inflation, the quickest. We'll see how AAPL and the market does over the next few trading days. I'd be happy to see some positiveness all around. But there are those dark clouds on the horizon, and we just don't know for certainty if they are just going to shade things out a bit, or be a strong monsoon.
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Post by hyci004 on May 4, 2023 19:04:52 GMT -8
There are hundreds of USB-C cables out there and 12 different USB-C power delivery profiles at the moment. manhattanproducts.eu/pages/usb-c-pd-charging-everything-you-need-to-knowWow, that's a lot of newer cables! My old cables, like a USB A to USB B, are mostly 15-20 years old. I even tend to keep a couple SCSI cables around, thinking I might have a reason. I do have people bring computers to me, trying to fix something or at least get the data off of them, and I enjoy the challenge. But it's time to flush my collection of SCSI stuff. Probably. I still have a Mac 128k, and it might have an external HD along with its external floppy drives. I think I've gotten rid of most things between then and 10 years ago (ok, maybe 15+). And the old Quicksilver behind me, and the box of Cube parts, neither need SCSI. Fun times! I wondered if there were worries of overcharging with uncertified cables. Chips in cables sounds crazy, but thee's a reason. Thanks for the story.
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mark
fire starter
Posts: 1,631
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Post by mark on May 5, 2023 6:04:21 GMT -8
Mac sales were slaughtered YOY. From $10.435B down to $7.168B, a decline of more than 31%. I suppose better than PCs that were reportedly down closer to 40%, but still dismal. Not entirely unexpected though, after the huge pandemic WFH purchases and M-Series upgrade cycle. I suspect we are now in a new ~5 year upgrade cycle starting in 2021/2022. These new Macs were built to last. The overall market share growth bodes well for the long term. Yep, it was entirely expected, I think we discussed falling PC (and Mac) sales here (or on some other board, MF?) And as you mention there are a few reasons for it: 1. The COVID bump is over and everyone still has "new" PCs and Macs. 2. Macs last a lot longer than PCs, so their replacement rate is lower. And Macs have actual resale value, so they often get used a second time around (displacing one purchase of a new PC or Mac). 3. "Kids today" are starting to do without laptops/desktops, they apparently can do everything on their phones and tablets. And/or occasionally use a nice desktop at the school library if necessary. Also spending $1k+ on BOTH a new laptop and a new phone every 3 years or so might be cost prohibitive to most, so they choose the one with the most utility to them. 4. It was also expected because those of us who monitor Mac pricing surely noticed the massive sales that were offered recently. Just earlier this week, there were sales of $500 off an iMac ($1499 down to $999) at various retailers such as Amazon, Costco, etc. I nearly bought one, but I wanted a color other than pink or orange, and those were the ones on sale. I'm not sure I understand the people who insist there will be no recession. First off, we haven't had a recession in a long while, so it's bound to happen pretty soon. Second, we are in the midst of rapidly rising interest rates, that almost always results in a recession. Third, we are just dropping off a big economic bump (COVID and related policy). One of the main arguments against a recession is that next year is an election year, but nevertheless it can still happen. Remember, Bush was not re-elected partly because the recession ("his" recession) ended a few months too late (peak unemployment was almost exactly on election day!). The REAL discussion here should be "what do we do?" if we expect a recession to arrive in the not too distant future? How much will it hurt Apple business and therefore Apple stock price, and what can we do to alleviate that somewhat? And perhaps more importantly, how quickly will it end, and how to best position for it ending?
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